Insurance Specialist - Retail Banking and Wealth Management

Full Time
Junior (less than 3 years)
English, Cantonese, Mandarin (Putonghua)

Job Description

Insurance Specialist - Retail Banking and Wealth Management

Location: Asia Pacific-Hong Kong-Kowloon-Kowloon

Some careers open more doors than others.

If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities.
Retail Banking and Wealth Management serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.
We are currently seeking a high caliber professional to join our team as Insurance Specialist.
Principal responsibilities
  • Identify and capture insurance business opportunities with prompt follow up on analytically driven leads and customer referrals for Advance and Mass market segments
  • Maintain a high level of submitted to issued ratio and excellent customer service 
  • Provide specialist advice on appropriate insurance solutions to ensure the needs of Advance and Mass customers are well fulfilled
  • Establish effective working relationships with other teams within the Branch, and other relevant partners in order to ensure a consistent approach and application of outstanding service standard
  • Build and maintain a positive team culture, through ensuring quality business referrals and referral skills among team members, and contributing to product knowledge and skills sharing
  • Manage individual insurance portfolio to ensure the highest rate of customer satisfaction
  • Take the lead in planning the referral activities of a team of General Banking Officers while cooperating with them in meeting business objectives
  • Engage end to end insurance service including customer needs identification, solution recommendations, application fulfillment, and follows up
  • Responsible for quality assurance and control measures by delivering the best suitable protection solutions to customers
  • Ensure self and team activities comply with relevant regulatory requirements and HSBC standards



  • Tertiary or university level education, preferably in finance, business or a related discipline
  • Solid experience in life insurance, preferably in Bancassurance Extensive wealth management and insurance product knowledge and capabilities
  • Insurance licenses required
  • Certified Financial Planner or Certified Financial Marketing Professional accreditation or other relevant qualification an advantage
  • Good level of verbal English and Cantonese, with Putonghua preferred Excellent communication, interpersonal and motivational skills
  • Self motivated, excellent interpersonal skills  
You’ll achieve more when you join HSBC.
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Professional Qualifications

  • Certified Financial Marketing Professional (CFMP)
  • Certified Financial Planner (CFP)

Technical Skills

  • Analytics
  • Customer Service
  • Financial Planning
  • Life Insurance
  • Marketing
  • Quality Assurance
  • Wealth Management